![]() We’ve added a contextual menu to the account register. Screenshot of the new auto installer window. We thought about using Sparkle for this, which is an open source installer, but we decided to roll our own so that we can control the experience and make sure we can play nice with any upcoming security improvements Apple might introduce. When we release Banktivity 8.2.1, the update process will be entirely new! You’ll get a nice presentation of the main changes in the new version and you’ll be able to download and install the new version without downloading a disk image (dmg file) via Safari or other browser. ( If you want to find uncategorized transactions in a specific account, that can be achieved by clicking the down arrow button next to “Transactions” and choosing “Uncategorized”.) Auto installer Report editor popover showing the new “Exclude all categories” option. We never liked this, so now, you can tell a report to just exclude all categories and report on uncategorized, and voila! You see just your uncategorized transactions. ![]() There was a way to do this, but it was pretty “hacky” and involved setting a report to include uncategorized income and expenses (that part is straightforward) but to prevent all categories from showing up, you also need to tell the report to include only one category and make sure that category isn’t actually used in the file (that is the hacky part). Find uncategorized transactionsįor a long time, our customers have wanted a way to easily find their uncategorized transactions across all accounts. For those that still occasionally import a file, this is a nice enhancement. Second, with 8.2 you can drag an importable file, like a QIF or CSV file, directly onto an account in the sidebar. This is a feature that has been requested by customers and I’m happy to be able to bring it to life. You can do this by dragging between two different accounts open in two workspaces or windows, or by dragging a transaction onto an account in the sidebar. First, you’ll be able to drag and drop transactions from one account to another. With 8.2 we are adding a couple of nice improvements to drag and drop. For accounts, drag and drop allows to you rearrange them so you can customize the sidebar to your liking. For transactions you can do two things: rearrange them if they fall on the same date, or merge an imported transaction with a manually entered one. But for the last couple of years, our drag and drop support hasn’t changed much. We’ve supported drag and drop in Banktivity for Mac for a long time. Banktivity 8.2 for Mac Enhanced Drag and Drop on Mac Ultimately, this results in a much more accurate picture of your investments in different currencies. This way we only use an exchange rate when summing up across accounts in different currencies. If you choose to show your investments by type or risk and you have multiple currencies, we now group these by currency. If you track investments in multiple currencies, we now show the performance of each account in its native currency. Portfolio improvements with multiple currencies The RRSP and RESP support investment transactions, while the Current account is essentially identical to a Checking. ![]() Specifically, with Banktivity 8.2 you’ll be able to choose these new account types: We are bringing some new account types that should be popular with our international customers. New in Banktivity 8.2 for macOS & iOS New Account Types I just want to let everyone know things are moving ahead simultaneously on these fronts while we’ve been working on Banktivity 8.2. As planned, the new DA 2 and Open Banking support will be coming in a subsequent release. However, before I dive into all of the goodies in 8.2, I want to give a very brief update on Direct Access 2 and Open Banking support for the UK and EU. First, I’m going to cover some improvements that have been implemented in Mac and iOS simultaneously, then I’ll cover some of the bigger, specific changes to each platform. Today I’m going to share some of the new features and improvements we have coming for Banktivity 8.2 on Mac and iOS. ![]()
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